Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,423 | $171,272-46.0% | $127,803-27.7% | $152,909-39.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 14.42% | 23.54%-9.1pp | 26.14%-11.7pp | 345.46%-331.0pp |
| Employer contribution / active EE | $13,333 | $5,451+144.6% | $4,576+191.4% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,154 | $14,540-92.1% | $9,399-87.7% | $11,601-90.1% |